Correlation
The correlation between BGSAX and VGT is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
BGSAX vs. VGT
Compare and contrast key facts about BlackRock Technology Opportunities Fund Investor A (BGSAX) and Vanguard Information Technology ETF (VGT).
BGSAX is managed by Blackrock. It was launched on Apr 15, 2000. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BGSAX or VGT.
Performance
BGSAX vs. VGT - Performance Comparison
Loading data...
Key characteristics
BGSAX:
0.40
VGT:
0.39
BGSAX:
0.78
VGT:
0.77
BGSAX:
1.10
VGT:
1.10
BGSAX:
0.47
VGT:
0.45
BGSAX:
1.42
VGT:
1.46
BGSAX:
9.23%
VGT:
8.44%
BGSAX:
31.48%
VGT:
30.25%
BGSAX:
-73.75%
VGT:
-54.63%
BGSAX:
-6.13%
VGT:
-5.76%
Returns By Period
In the year-to-date period, BGSAX achieves a 0.20% return, which is significantly higher than VGT's -1.91% return. Over the past 10 years, BGSAX has underperformed VGT with an annualized return of 18.46%, while VGT has yielded a comparatively higher 19.81% annualized return.
BGSAX
0.20%
11.68%
1.26%
12.43%
18.29%
14.08%
18.46%
VGT
-1.91%
11.12%
-0.99%
11.75%
19.59%
19.37%
19.81%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BGSAX vs. VGT - Expense Ratio Comparison
BGSAX has a 1.20% expense ratio, which is higher than VGT's 0.10% expense ratio.
Risk-Adjusted Performance
BGSAX vs. VGT — Risk-Adjusted Performance Rank
BGSAX
VGT
BGSAX vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Technology Opportunities Fund Investor A (BGSAX) and Vanguard Information Technology ETF (VGT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Loading data...
Dividends
BGSAX vs. VGT - Dividend Comparison
BGSAX's dividend yield for the trailing twelve months is around 4.33%, more than VGT's 0.52% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGSAX BlackRock Technology Opportunities Fund Investor A | 4.33% | 4.34% | 0.00% | 0.00% | 7.66% | 4.86% | 1.50% | 1.24% | 8.01% | 1.17% | 0.00% | 0.00% |
VGT Vanguard Information Technology ETF | 0.52% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
BGSAX vs. VGT - Drawdown Comparison
The maximum BGSAX drawdown since its inception was -73.75%, which is greater than VGT's maximum drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for BGSAX and VGT.
Loading data...
Volatility
BGSAX vs. VGT - Volatility Comparison
The current volatility for BlackRock Technology Opportunities Fund Investor A (BGSAX) is 5.65%, while Vanguard Information Technology ETF (VGT) has a volatility of 6.63%. This indicates that BGSAX experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...